Masis Professional Group
Investment Portfolio Research Associate
Masis Professional Group, Boston, Massachusetts, us, 02298
Job Summary
We are seeking an Investment Portfolio Research Associate at a Boston-based wealth management firm that serves a HNW/UHNW client base. The role is part of a small, influential research team and reports to the Director of Investment Portfolio Research.
Responsibilities
Assist the Director in sourcing new Fund Managers by performing an array of duties.
Maintain the database that houses all Manager due diligence data.
Perform data mining and review fund financial statements.
Monitor manager performance and attend meetings with current or prospective Fund Managers.
Drafter notes from these meetings.
Qualifications • 2‑5 years of experience in the Manager Due Diligence space.
Compensation Base salary in the $85,000 – $125,000 range depending on experience, plus bonus.
Application If you are qualified and interested in pursuing this role, please send your updated resume to
adamc@fanning-boston.com .
About the Company Fanning, a division of Masis Staffing Solutions, LLC.
Location: Boston, MA.
#J-18808-Ljbffr
Responsibilities
Assist the Director in sourcing new Fund Managers by performing an array of duties.
Maintain the database that houses all Manager due diligence data.
Perform data mining and review fund financial statements.
Monitor manager performance and attend meetings with current or prospective Fund Managers.
Drafter notes from these meetings.
Qualifications • 2‑5 years of experience in the Manager Due Diligence space.
Compensation Base salary in the $85,000 – $125,000 range depending on experience, plus bonus.
Application If you are qualified and interested in pursuing this role, please send your updated resume to
adamc@fanning-boston.com .
About the Company Fanning, a division of Masis Staffing Solutions, LLC.
Location: Boston, MA.
#J-18808-Ljbffr